The Fund returned +2.15% net of fees for the month of May 2019. Approaching 3 years of operation, the Fund has returned +19.95% p.a. since inception (Jul 16), outperforming the ASX 100 index by +7.95% p.a.
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Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Australian Eagle is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act. No consideration has been made of any person’s investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.
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InvestorDaily – Alleron Rebrands For New Retail Direction
Alleron Investment Management has relaunched as Australian Eagle Asset Management, looking to gain a stake in retail and differentiating from its past as an exclusive wholesale and institutional operation.
AFR Monday Fundie Interview – Australian Eagle CIO Sean Sequeira
Australian Eagle Asset Management, which used to be Alleron, went long Treasury Wine Estates shares at $4. The way Australian Eagle CIO Sean Sequeira saw it, the downside was limited: it had only $300 million of debt and a small but dazzling source of growth.
Australia Ratings Review Retains VERY STRONG rating of Australian Eagle Trust Long Short Fund
Australia Ratings conducted its annual review of the Australian Eagle Trust Long Short Fund and has retained its VERY STRONG rating.
Alleron Growth – Top 10 Performing Australian Equities Fund Manager for Mercer Survey FY2018
What you didn't own mattered just as much as what you did own, if you wanted to outperform the market in 2017-18, top fund managers say.
Alleron’s Australian Eagle Trust Long Short Fund awarded “Very Strong” rating by Australia Ratings
A VERY STRONG rating indicates a very strong conviction that the Fund can deliver a risk adjusted return in line with the Fund’s investment objective. This is based on an investment rating scale used by Australia Ratings to indicate how well we believe a fund will perform against a range of risks.
Alleron Growth: Top 5 Performing Fund in Mercer Survey 2017
It was a rare good year for stock pickers, with the median actively managed fund over the 12 months beating the benchmark S&P/ASX 300 accumulation index (which includes the impact of dividends) by 13.8 per cent to 11.9 per cent.
The Argument For 150/50 Investment Strategies is Compelling: Alleron
03 November 2017
A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.
Alleron nominated for Best Emerging Manager 2017
Investment industry charity announces its 2017 award nominees
6 September 2017
One of the Australian financial sector’s most enduring charitable efforts, Hedge Funds Rock (HFR) & The Australian Alternative Investment Awards has today announced the nominees for its 2017 awards event.
Alleron comment in Australian Financial Review (AFR) article
"FMG can provide growth and strong returns: CEO Nev Power"
Australian Financial Review (AFR) article by Tess Ingram
21 August 2017
Fortescue Metals Group's strengthened balance sheet can sustain higher dividends and still support the iron ore miner's growth ambitions, chief executive Nev Power says.
Australian Eagle Trust Long-Short Fund commences operations
Australian Eagle Trust Long-Short Fund commences managing funds.
Alleron Repurchases Stock To Become 100% Owned By Employees
Nov 2015 - Alleron Investment Management repurchased Ascalon Capital Managers's 38% share of Alleron common stock.